No doubt, that one can expect good returns from Vietnam in 2024. Based on the performance of the VN-Index, local investors are getting ready to jump into the market. PYN
Vietnam market had a strong start to 2024 with VN-Index +3.0% in Jan. PYN Elite +6.8% MoM, driven by the stellar rallies of ACV and the banking stocks. Our 6
PYN Elite agreed in November to acquire a 12% stake in a technology company DNSE. This transaction has now been completed. The final regulatory statement required to complete the transaction
VN-Index and PYN Elite both gained +3.3% in December, led by brokerage, retail and banks. The long-awaited new trading system – KRX launch isexpected in the first half of 2024. All-year
In this interview, PYN Elite’s Lan Nguyen talks about the reallocation of the portfolio, news from the Vietnamese stock market and the banking sector, and comments on Vietnam’s relationship with
The last Investor Letter of the year is a new edition of Portfolio Manager’s Q&A. This time, the portfolio manager reflects on the fund’s modest returns, but also offers a